Investing Updates: What to Expect in the Week Ahead(Nonfarm Payrolls, Earnings from APLD)

Source:

https://www.moomoo.com/news/post/63542693/what-to-expect-in-the-week-ahead-nonfarm-payrolls-earnings?futusource=news_hotnews_list&client_hour_clock=24&main_broker=WwoJMTAwOApdCg==&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&level=2&global_content=%7B%22promote_content%22:%22mm:post:63542693%22,%22invite%22:103096561%7D&data_ticket=1766969945699374&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=63542693

ChatGPT:

U.S. markets enter the first full trading week of 2026 facing a heavy slate of economic data and select corporate earnings, with the December nonfarm payrolls report on Friday expected to be the key driver of sentiment. Investors are watching closely for signals on whether the labour market is cooling enough to influence the Federal Reserve’s policy path.

The week begins on Monday with the ISM Manufacturing PMI. While manufacturing activity is still expected to remain in contraction territory below the 50 mark, the December reading may show modest improvement. Mixed regional Federal Reserve surveys suggest uneven demand, but better employment trends and slower supplier delivery times could offer some support.

Tuesday is quiet on the data front, before attention turns to Wednesday’s releases. Applied Digital (APLD) will report second-quarter earnings after the market close. The company recently announced plans to spin out its cloud business and pursue a business combination with EKSO to launch ChronoScale, developments that have put the stock firmly on investors’ radar. On the macro side, the ISM Services PMI is expected to edge lower in December, reflecting softer demand, though employment strength may limit the decline. The November JOLTS report is forecast to show job openings ticking up slightly to around 7.7 million, indicating labour demand remains relatively stable.

Thursday brings initial jobless claims, which are expected to rebound modestly after dipping below 200,000 during the Christmas week due to seasonal distortions.

Friday’s employment report will be the main event. Economists expect nonfarm payrolls to rise by about 57,000 jobs in December, down from November’s 64,000, while the unemployment rate is seen edging down to 4.5%.

Last week, U.S. equities ended lower, with the S&P 500 and Nasdaq both falling more than 1 per cent. Tesla slid sharply after weak delivery figures, Sidus Space surged on a major defence contract, and Intel rallied on optimism around new server and processor technologies.

Comments:

Fresh year. Fresh Start.

Fresh Venezuela War? 😅

Staying calm and DCA as usual.

Data Updates: Singapore's economy grows 5.7% in Q4 2025, beating forecasts

Source:

https://www.asiaone.com/singapore/singapores-economy-grows-57-q4-2025-beating-forecasts

ChatGPT:

Singapore’s economy expanded by a robust 5.7 per cent year-on-year in the fourth quarter of 2025, beating market expectations and marking its fastest quarterly growth for the year, according to advance estimates released by the Ministry of Trade and Industry (MTI) on Jan 2. This was also stronger than the 5.0 per cent growth recorded in the same period a year earlier. For the full year, gross domestic product grew by 4.8 per cent, exceeding both the 4.4 per cent expansion in 2024 and the official forecast of “around 4 per cent” that had been upgraded in November.

Prime Minister Lawrence Wong had earlier disclosed the full-year growth figure in his New Year’s Day message, describing the performance as “stronger-than-expected growth”. However, he cautioned that maintaining such momentum would be difficult, citing persistent global challenges including fractured trade relations and geopolitical tensions that are likely to remain long-term features of the global landscape.

Looking ahead, MTI expects Singapore’s economy to grow between one and three per cent in 2026. The ministry warned that slowing growth in major economies could moderate export demand across Southeast Asia, posing headwinds for trade-dependent economies like Singapore.

The manufacturing sector was a key driver of the strong fourth-quarter performance, surging 15 per cent year-on-year, a sharp acceleration from the 4.9 per cent growth recorded in the previous quarter. This was largely driven by significant output expansions in the biomedical manufacturing and electronics clusters. Pharmaceutical production underpinned biomedical growth, while electronics benefited from sustained global demand for AI-related semiconductors, servers and related equipment.

The construction sector also expanded, growing 4.2 per cent year-on-year in the fourth quarter, though this represented a moderation from the 5.1 per cent growth seen previously. Meanwhile, all services-producing sectors recorded growth, with wholesale trade supported by strong sales of electronic components, telecommunications equipment and computer hardware amid the ongoing artificial intelligence boom.

Comments:

Huat Huat Singapore!

Investing Updates: What to Expect in the Week Ahead (FOMC Minutes, New Year's Day and Warren Buffett's Exit)

Source:

https://www.moomoo.com/news/post/63357635/what-to-expect-in-the-week-ahead-fomc-minutes-new?level=1&data_ticket=1766969945699374

ChatGPT:

U.S. markets head into the final days of 2025 on a strong footing, with the S&P 500 on track for an eighth straight monthly gain, its longest streak since 2017–2018. While technology stocks powered much of the multi-year rally, recent performance suggests a rotation toward financials, healthcare, transports and small caps. Trading conditions may be thin as markets close for New Year’s Day and investors digest delayed economic releases following the earlier federal shutdown.

The key macro event this week is the release of the Federal Reserve’s minutes from its December 9–10 meeting. At that meeting, the Fed delivered a third consecutive 25-basis-point rate cut, bringing the policy rate to 3.50%–3.75%. Policymakers modestly upgraded growth forecasts while trimming inflation expectations, reinforcing expectations of a gradual easing cycle. Markets will scrutinise the minutes for clues on the pace of future cuts, especially ahead of President Trump’s nomination of a new Fed chair to replace Jerome Powell.

Economic data highlights include U.S. pending home sales for November, jobless claims, mortgage rate updates, and the final S&P Global Manufacturing PMI. Housing data has been relatively resilient, helped by improving affordability and easing recession fears, while labour market indicators point to a gradual cooling rather than a sharp slowdown. Manufacturing activity, however, has softened, signalling slower momentum heading into 2026.

Beyond macro data, a major corporate milestone looms: Warren Buffett is set to step down as CEO of Berkshire Hathaway, with Greg Abel taking over leadership. Meanwhile, attention remains on heavily traded stocks such as Nvidia, Tesla and Apple, as well as Rocket Lab, which has seen sharp post-holiday volatility following recent contract wins and record highs.

Investing Updates: Commentary: Singapore’s stock market is waking up and the hard part starts now

Source:

https://www.channelnewsasia.com/commentary/singapore-stock-market-sgx-review-group-5709421

ChatGPT:

Singapore’s long-sleepy stock market has shown clear signs of revival in 2025, with the Straits Times Index reaching multiple record highs. The rally has been driven mainly by banks and blue-chip stocks, while mid-cap companies have also begun to attract stronger interest. However, the key question is whether this momentum represents a sustainable resurgence or merely a short-term rebound.

A major boost to sentiment has come from the Monetary Authority of Singapore’s S$5 billion Equity Market Development Programme (EQDP), designed to inject liquidity into small and mid-cap stocks. Nearly S$4 billion has already been allocated to fund managers, and the launch of the iEdge Singapore Next 50 Index has provided greater visibility to mid-cap companies. Increased confidence has also translated into a strong IPO year: Singapore led Southeast Asia in IPO proceeds, raising about US$1.6 billion across nine deals, largely driven by two major REIT listings.

Despite these positives, liquidity remains the critical challenge. Sustained trading volume is essential to attract IPOs and support higher valuations. Market turnover has recently declined, raising concerns that EQDP funds alone may be insufficient. Compared with regional peers such as Malaysia, Thailand and Australia, Singapore still lacks a steady flow of domestic institutional funds.

The commentary argues that more initiatives are needed. These include expanding broker custodial services, encouraging margin financing, aligning practices with global norms, and attracting Singapore-based companies listed overseas to return home. The creation of mid-cap ETFs could also provide stable investment vehicles, though this depends on sufficient underlying liquidity.

Ultimately, while Singapore’s market has revived, revival is not reinvention. The next phase requires a multi-pronged strategy to deepen liquidity, diversify sectors, and convince both institutional and retail investors that a rejuvenated SGX offers long-term value.

Investing Updates: Has Singapore’s stablecoin surge peaked, or is 2026 just the start?

Source:

https://www.businesstimes.com.sg/wealth/crypto-alternative-assets/has-singapores-stablecoin-surge-peaked-or-2026-just-start

ChatGPT:

Stablecoins surged globally in 2025, and Singapore has emerged as a leading hub rather than a late adopter. Singapore dollar-backed stablecoin XSGD grew to about S$17 million in market capitalisation by December, up from S$10 million a year earlier. While modest in absolute terms, this growth reflects strong institutional confidence driven by regulatory clarity rather than retail speculation.

A key advantage is Singapore’s early regulatory groundwork. The Monetary Authority of Singapore (MAS) finalised its Single-Currency Stablecoin (SCS) framework in 2023, ahead of similar moves in the US such as the Genius Act. This proactive stance has positioned Singapore as a global benchmark for crypto regulation, earning top ranking for regulatory clarity in Bybit’s 2025 World Crypto Rankings. Industry leaders from Coinbase, Crypto.com and Ryder credit MAS for evolving regulation without chasing hype, attracting serious builders and institutional players.

Globally, stablecoins are a US$300 billion market today and could reach US$4 trillion by 2030 in a bullish scenario. Singapore aims not to dominate issuance, but to become Asia’s most trusted institutional hub for compliant stablecoins. Initiatives such as Project Orchid and the newly announced BLOOM framework signal a shift from experimentation toward real-world settlement using tokenised bank liabilities and regulated stablecoins. Industry leaders expect 2026 to see broader commercial deployment across banks, asset managers and payment systems.

However, challenges remain. Over 98% of global stablecoin value is still US dollar-denominated, creating concentration risk and dependence on US monetary policy. Developing liquid, trusted local-currency alternatives like XSGD will take time. Fragmentation is another concern, with users potentially holding multiple stablecoins; this may be solved through “invisible” software that abstracts complexity.

Looking ahead, growth is likely to come from institutional use cases such as tokenised payables, supply-chain finance and cross-border settlement. The ultimate sign of success in 2026 will be when users benefit from faster, cheaper transactions—without even realising they are using stablecoins at all.

Investing Updates: What to Expect in the Week Ahead (Christmas Holiday, Q3 GDP Growth and CB Consumer Confidence)

Source:

https://www.moomoo.com/news/post/63132154/what-to-expect-in-the-week-ahead-christmas-holiday-q3?level=1&data_ticket=1766364870315733

ChatGPT:

U.S. markets head into Christmas week on a relatively calm note, following a volatile but ultimately steady stretch in equities. Stocks rose on Friday, supported by gains in Oracle as enthusiasm around artificial intelligence rebounded after recent turbulence. With the Q3 earnings season concluded and the holiday period beginning, trading activity is expected to be lighter, while attention shifts toward macroeconomic signals and longer-term policy considerations, including speculation around the next Federal Reserve chair.

Christmas week is typically quiet for U.S. markets. Stock exchanges will close early on December 24 and remain shut on December 25. The key economic focus falls on Tuesday, December 23, when several important data releases are scheduled. These include durable goods orders, the second estimate of third-quarter GDP growth, and the Conference Board’s consumer confidence reading. Economists expect the GDP revision to confirm a solid 3.2% annualized expansion in Q3, reinforcing the view that the U.S. economy remains resilient. Durable goods orders for October are forecast to rise 0.4%, offering insight into business investment trends, while consumer confidence will shed light on household sentiment heading into year-end.

Market performance last week was largely mixed. The Dow Jones Industrial Average declined 0.67%, while the S&P 500 edged up 0.1% and the Nasdaq Composite gained 0.48%. Trading activity was concentrated in well-known names such as Nvidia, Tesla, Oracle, Broadcom, Palantir, Micron Technology, Nike, and Rocket Lab.

Among notable movers, Rocket Lab surged nearly 15% after securing its largest contract to date, potentially worth $805 million, boosting optimism around its growth prospects. Micron jumped over 10% on strong revenue guidance, easing concerns about AI-related volatility. In contrast, Nike was one of the week’s worst performers, plunging nearly 13% amid weaker China sales and margin pressure from higher tariffs.

Investing Updates: What to Expect in the Week Ahead (Earnings from Oracle, Broadcom and Adobe; FOMC Rate Decision)

Source:

https://www.moomoo.com/news/post/62525703/what-to-expect-in-the-week-ahead-earnings-from-oracle?level=2&data_ticket=1764549203534962

ChatGPT:

The upcoming week is dominated by the Federal Reserve, with Wednesday’s FOMC rate decision taking center stage as markets gauge the next phase of U.S. monetary policy. U.S. equities ended last week higher, supported by resilient large-cap tech and optimism around potential rate cuts, despite mixed labor signals.

A dense lineup of corporate earnings accompanies the macro focus. Key reporters include Oracle, Adobe, Broadcom, Costco, Lululemon, AutoZone, GameStop, AeroVironment, Chewy, Synopsys, and Ciena — offering insights across cloud computing, AI hardware, retail demand, and semiconductor design cycles.

Tuesday features earnings from AutoZone, GameStop, and AeroVironment, shedding light on consumer auto trends, meme-stock retail strategy, and defense-drone momentum. Macro releases include the NFIB Business Optimism Index and the long-delayed JOLTS report, both influential for rate expectations.

Wednesday is the biggest inflection point. Chewy, Oracle, Adobe, and Synopsys headline earnings with heavy emphasis on cloud adoption, AI-driven software, and chip-design demand. Macro catalysts include the Employment Cost Index, the federal budget statement, and most importantly, the FOMC decision (forecast: 3.75%) followed by Chair Powell’s press conference. Markets are primed for volatility, with any dovish signal likely to lift growth and tech sectors.

Thursday brings results from Ciena, Broadcom, Costco, and Lululemon. These will highlight trends in 5G infrastructure, AI accelerators, retail resilience, and global athleisure demand. Jobless claims and the U.S. trade deficit arrive the same morning, providing further context for labor tightness and currency pressures.

Friday lacks major earnings but includes speeches from Fed regional presidents and wholesale inventory data, rounding out a macro-heavy week.

Last week’s market heat list saw strong gains from CoreWeave and Oracle, while Netflix slid on acquisition concerns, underscoring shifting sentiment across tech leaders.

Investing Updates: Could Renting Out An HDB Flat To “Retire” Overseas Be The Singapore Dream For Some?

Source:

https://dollarsandsense.sg/could-renting-out-an-hdb-flat-to-retire-overseas-be-the-singapore-dream-for-some/

ChatGPT:

Some Singaporeans seeking early financial freedom are exploring an unconventional FIRE strategy: renting out their HDB flat and “retiring” overseas through geoarbitrage. Instead of aggressively investing or maximising income, this approach turns their existing flat into a passive-income asset that funds a lower-cost lifestyle abroad. This is particularly appealing to couples without children.

The article models a typical scenario: a 35-year-old couple that bought a four-room HDB five years earlier and has just met the MOP. Their outstanding mortgage is about $200,000, costing $1,070 per month on a HDB loan. A Punggol four-room flat can rent for around $3,200 monthly. After deducting agent fees, maintenance and vacancy, net rental income is roughly $32,000 a year, or $2,666 per month. Combined with $100,000 invested in blue-chip stocks and REITs yielding 4% annually, the couple earns about $3,000 per month in passive income.

While this is insufficient for Singapore, it allows a comfortable lifestyle in lower-cost Southeast Asian cities. In Thailand (Chiang Mai, Hua Hin), a couple can live on $1,500–$2,000 monthly. Malaysia (Penang, Ipoh) offers good quality of life for $2,000–$2,500. Vietnam’s Da Nang or Ho Chi Minh City ranges $2,000–$2,500, while parts of Indonesia can be below $2,000.

However, the strategy comes with trade-offs. Renting out the flat leaves the couple without a home base in Singapore, making return trips expensive unless they can stay with family. Healthcare abroad may lack subsidies, and private insurance varies in coverage. Families with children face schooling challenges, and this geoarbitrage model only works in lower-cost countries. Higher-cost regions like Europe, Japan or Australia would require much greater assets.

Overall, renting out an HDB flat to “retire” overseas is possible for some, but it requires sacrifices, realistic budgeting, and acceptance of lifestyle constraints.

Investing Updates: What to Expect in the Week Ahead (Earnings from Zoom, Alibaba,Nio and Dell)

Source:

https://www.moomoo.com/news/post/61919750/what-to-expect-in-the-week-ahead-earnings-from-zoom?futusource=news_hotnews_list&client_hour_clock=24&main_broker=WwoJMTAwOApdCg==&my_cid=103096561&sg_cid=103096561&skintype=3&us_cid=103096561&level=2&global_content=%7B%22promote_content%22:%22mm:post:61919750%22,%22invite%22:103096561%7D&data_ticket=1763340434383708&utm_medium=futu_niuniu_share&utm_content=web_share&utm_campaign=news&utm_term=61919750

ChatGPT:

The week ahead features a dense lineup of major earnings and key macro data, with markets still navigating elevated volatility. All three major U.S. indices remain negative for November, and the sudden cancellation of October CPI and GDP reports—due to the recent government shutdown—has left traders unusually “data-blind.” As a result, markets will rely heavily on PPI, PCE, jobless claims, retail sales, and high-frequency indicators to assess inflation and growth momentum.

Several high-profile companies are set to report. On Monday, Zoom will release Q3 FY2026 numbers, with expectations for modest revenue growth and steady margins as AI features and enterprise clients become increasingly important. Symbotic will also report, and investors will watch for new automation contracts and margin guidance.

Tuesday brings earnings from Alibaba, NIO, and Pony.ai. Alibaba is under scrutiny for cloud growth, international commerce, and capital spending, while NIO faces pressure to clarify delivery trends, profitability plans, and pricing strategy amid China’s EV price war. Pony.ai is expected to update its robotaxi commercialisation progress. After the close, Dell, Zscaler, and HP Inc. will report, providing insight into AI server demand, cybersecurity budgets, and corporate hardware spending.

On Wednesday, Deere and Li Auto report, serving as indicators of global industrial capex and China’s EV competitiveness. Key data releases include durable goods orders, the PCE inflation index, and FOMC minutes, which may offer clues on potential December rate cuts.

Markets closed last week lower, with notable stock moves: Alphabet surged on its Gemini 3 AI release, while Nvidia, AMD, and Circle fell on profit-taking, valuation concerns, and interest-rate sensitivity despite strong underlying fundamentals.

Investing Updates: More than 6 in 10 retail investors in Singapore hold crypto, but allocation size conservative: survey

Source:

https://www.businesstimes.com.sg/companies-markets/more-6-10-retail-investors-singapore-hold-crypto-allocation-size-conservative-survey

ChatGPT:

A new joint study by SingSaver and Coinbase shows that 61% of retail investors in Singapore hold cryptocurrency, but their exposure remains cautious. Most crypto holders keep allocations small: 74% allocate less than 10% of their total assets to crypto, while only 8% invest more than 25%. The median investor portfolio is between S$3,000 and S$5,000, and the average holder owns about three cryptocurrencies, with diversification common but still concentrated in major coins.

The report describes investors as “ambitious but cautious,” noting that over half identify as HODLers, signalling long-term conviction in crypto’s value. Meanwhile, 20% trade actively and 22% trade occasionally. This aligns with diverging perceptions of crypto: 44% view it as an asset, while 29% see it as a speculative tool, highlighting crypto’s dual identity in the market.

Crypto adoption is driven heavily by younger investors. Over 70% of holders are aged 18 to 34, with equal representation between the 18–25 and 25–34 age groups. Only 12% of holders are above 45, reinforcing crypto’s appeal among digital-native demographics.

Education remains a challenge. Social media is the dominant source of crypto learning, cited by 62% of respondents, followed by friends, family, and online media or exchange blogs. However, volatility (68%) and knowledge gaps (57%) remain key barriers preventing wider adoption.

Despite these concerns, interest persists: 27% of non-holders plan to invest in the next year, while 33% are undecided. The report concludes that future growth in Singapore’s crypto market depends on improved education, transparency, security, and reliability. Clarifying crypto’s role—whether investment or speculation—will be essential for long-term integration into the financial landscape.

Investing Updates: Are Singaporeans Moving Away From Property As A Retirement Strategy?

Source:

https://stackedhomes.com/are-singaporeans-moving-away-from-property-as-a-retirement-strategy/#sh.y9lnms

ChatGPT:

Polls claiming that Singaporeans are abandoning property as a retirement strategy are misleading because they often reflect the agenda of the organisations funding them rather than true public sentiment. A Manulife survey suggests only 35% now view property as a key retirement tool—down from 65% previously—while ERA and PropNex polls show strong continued preference for real estate, with many still seeing property as a retirement nest egg. These contradictions arise largely from how survey questions are framed, how samples are selected, and where respondents are sourced.

Younger Singaporeans responding to online surveys—often priced out of the market or unable to buy—naturally show less enthusiasm for property investing. Older respondents in offline polls, who benefited from past appreciation or already own homes, tend to be more positive. Question phrasing also heavily influences responses: highlighting costs pushes people away from property, while emphasising tangibility steers them toward it.

Insurers have incentives to downplay property’s importance in retirement planning because money committed to real estate is money not invested in policies like annuities or ILPs. Conversely, property agencies have reasons to promote real estate despite rising prices, cooling measures, and higher capital requirements.

Ultimately, these surveys reveal more about the motivations of insurers and property agencies than about Singaporeans’ genuine retirement preferences. Many “polls” function as disguised marketing, and the author argues they may as well be straightforward ads. Ads can be repeated, while publications rarely run the same poll editorial twice, making these survey-based promotions less efficient and no more persuasive.

The article then continues with broader property news, such as sales rankings, price trends, and notable gainers and losers in the market.

Investing Updates: SGX to reduce board lot sizes to 10 units for securities above $10

Source:

https://www.theedgesingapore.com/news/eqdp/sgx-reduce-board-lot-sizes-10-units-securities-above-10

ChatGPT:

The Singapore Exchange (SGX) will reduce the board lot size for securities priced above $10 from the current 100 units to 10 units, according to an announcement made on Nov 19 as part of the Monetary Authority of Singapore’s (MAS) equities market review. The change aims to make higher-priced stocks more accessible to retail investors and to stimulate overall trading activity. This is the first adjustment since January 2015, when board lots were reduced from 1,000 to 100 units to lower the investment threshold for blue-chip and other large-cap counters.

MAS says the smaller board lot size will allow investors to buy into a wider range of equities with lower capital outlay, helping broaden market participation. Alongside this change, SGX will introduce measures to expand the offering of investment products linked to SGX-listed securities. These include enabling portfolio management services, fractional trading, and robo-investing for SGX counters, potentially aligning Singapore’s market practices more closely with those seen in major global exchanges. Fractional trading, in particular, is expected to appeal to younger or smaller-scale investors seeking greater flexibility in position sizing.

Additionally, SGX plans to adopt a broker custody account model, which MAS notes is consistent with international norms and may attract more globally active asset managers. Despite the shift, retail investors can continue using their traditional CDP (Central Depository) direct accounts if preferred, ensuring continuity for those accustomed to existing arrangements.

SGX will conduct a public consultation in 1Q2026 before implementing the rule changes, giving market participants the opportunity to provide feedback. Overall, the adjustments are intended to modernise Singapore’s equity market structure, enhance accessibility and competitiveness, and support long-term investor engagement across retail and institutional segments.

Investing Updates: Singapore’s SGX to launch Bitcoin and Ether perps as institutional demand climbs

Source:

https://cointelegraph.com/news/singapore-exchange-bitcoin-ether-perpetual-futures-institutional-demand

ChatGPT:

Singapore Exchange (SGX) is expanding its crypto derivatives suite with the launch of Bitcoin and Ether perpetual futures on Nov. 24, targeting rising institutional demand for regulated digital asset products. The new offerings from SGX Derivatives enable accredited and expert investors to take leveraged positions on BTC and ETH without contract expiration, a feature that has made perpetuals one of the most actively traded crypto instruments worldwide.

SGX said the products address increasing interest from institutional players and the growing convergence between traditional finance and crypto-native markets. The perpetual contracts will operate under oversight from the Monetary Authority of Singapore (MAS), aligning with the country’s cautious but progressive regulatory approach.

This rollout marks Singapore’s second set of BTC and ETH perpetual futures, following EDXM International’s introduction of similar products on July 23, which also included futures for Solana and XRP among its 44 listed crypto contracts.

Despite the expansion of trading offerings, Singapore maintains tight regulatory controls. Under the Financial Services and Markets Act (FSM) passed in April 2022, MAS gained broader powers to supervise crypto firms headquartered in Singapore but serving overseas markets. MAS also required local digital token service providers to stop offering services abroad by June 30 unless they secured proper licenses. Violations may incur fines of up to SG$250,000 and jail terms of up to three years.

Cryptocurrencies are legal in Singapore but are not considered legal tender. They are regulated as digital payment tokens, securities or utilities, depending on their characteristics. According to Chainalysis, Singapore ranks 15th globally in crypto adoption, reflecting steady but measured growth in the sector.

Investing Updates: What to Expect in the Week Ahead (Earnings from NVIDIA, Walmart, Webull and Baidu)

Source:

https://www.moomoo.com/news/post/61577374/what-to-expect-in-the-week-ahead-earnings-from-nvidia?data_ticket=1763340434383708&level=2

ChatGPT:

This week’s market outlook centers on key earnings releases and delayed U.S. macro data following the end of the government shutdown. Despite the reopening, October’s jobs and CPI reports may still be postponed, keeping rate-cut expectations volatile. All three major U.S. indexes remain negative for November, and traders will watch the FOMC meeting minutes for clues on monetary policy.

A packed earnings lineup features NVIDIA, Walmart, Baidu, PDD Holdings, XPeng, Trip.com, Target, Lowe’s, TJX, Palo Alto Networks, Intuit, Webull, Copart, and Veeva Systems.
On Monday, XPeng is expected to nearly double Q3 revenue to US$2.87 billion, with sharply narrowed losses as analysts focus on its robot and robotaxi development.

On Tuesday, Baidu’s unveiling of ERNIE 5.0 shows competitiveness with top global AI models. PDD Holdings is projected to report 9.44% revenue growth, though investors remain focused on Temu’s international momentum.

Wednesday is the highlight: NVIDIA is predicted to post US$54.95 billion in Q3 revenue (+57% YoY), with strong data-center demand potentially driving FY2027 revenue above US$314 billion. Target, Lowe’s, and TJX also report, with mixed growth expectations.

On Thursday, Walmart is forecast to deliver US$175.1 billion in revenue (+4.25% YoY) as long-time CEO Doug McMillon prepares to step down. Webull is projected to generate US$137 million in Q3 revenue and has announced a new partnership with Meritz Financial Group for South Korean market expansion.

Friday brings the U.S. Manufacturing PMI, a key indicator of economic momentum.

In the market heat list, major movers include NVIDIA, Tesla, Circle, and CoreWeave. Notably, CoreWeave plunged over 25% after lowering its 2025 outlook, while Circle fell despite strong results and record USDC circulation.

Opinion:

U.S. market seems to be getting real volatile these days. Nivida earnings is main event this week.

We're nearing the holidays season. Saving some cash to enjoy life itself overseas.

If there's a constant of 5% drops, I think it would be wise to put in market to add to long term holdings 😚

Investing Updates: What to Expect in the Week Ahead (Earnings from CRWV, NBIS, DIS and CRCL)

Source:

https://www.moomoo.com/news/post/61177255/what-to-expect-in-the-week-ahead-earnings-from-crwv?level=1&data_ticket=1762139387969033

ChatGPT:

The week ahead features a mix of key corporate earnings and potential market uncertainty as the U.S. earnings season nears its close. Market volatility has begun to surface, and if the U.S. government shutdown persists, the October CPI, Retail Sales and PPI reports may be delayed.

Major earnings come from CoreWeave, Nebius, Applied Materials, Sea, Disney, Circle, Cisco, Oklo, JD.com and Quantum Computing.

Monday (Nov 10):
CoreWeave is expected to post record revenue of $1.29B, more than double year-on-year, supported by strong AI infrastructure demand. Citi cautions that rising capacity investments could pressure 2025 profits, though margins may improve from FY2026.

Tuesday (Nov 11):
Nebius reports early, following a surge in September after striking a $19.4B AI cloud deal with Microsoft. Sea’s Shopee is set for a sixfold jump in adjusted EBITDA, driven by higher take rates, stronger logistics and ad monetization. Sea’s fintech revenue may rise 56% due to profitable loan growth. Oklo remains pre-revenue, but institutional ownership has grown sharply. NFIB Small Business Optimism data is due.

Wednesday (Nov 12):
Circle’s Q3 results should benefit from growing USDC circulation, which rose from $61.3B to $65.2B through August. Cisco may exceed its FY26 revenue targets on AI server demand and is expected to post 8% profit growth. No key data releases.

Thursday (Nov 13):
Disney’s theme parks remain resilient, but streaming performance, ESPN platform traction and YouTube TV distribution disputes will be closely watched. Applied Materials expects weaker results due to China demand softness.

Friday (Nov 14):
Quantum Computing reports Q3 results, with investors watching revenue traction versus ongoing losses.

U.S. indices ended last week lower, led by tech weakness amid valuation concerns, while hedge funds placed large bearish options on AI stocks.

Investing Updates: Singapore not aiming for Singdollar to be reserve currency: MAS’ Chia Der Jiun

Source:

https://www.businesstimes.com.sg/companies-markets/singapore-not-aiming-singdollar-be-reserve-currency-mas-chia-der-jiun

ChatGPT:

Singapore Not Aiming for Singdollar to Be a Global Reserve Currency: MAS’ Chia Der Jiun (270 words)

The Monetary Authority of Singapore (MAS) does not seek for the Singapore dollar (SGD) to become a global reserve currency, according to MAS managing director Chia Der Jiun. Speaking ahead of the Singapore Fintech Festival, Chia emphasised that while the Singdollar has strong credibility, it lacks key attributes needed for global reserve-currency status, particularly scale and large, liquid asset markets that supply safe assets for global investors.

Analysts agree that Singapore prefers not to internationalise the Singdollar, as doing so could undermine MAS’ exchange-rate-driven monetary policy framework. The SGD’s limited offshore use and small market size allow MAS to maintain control over currency liquidity and prevent speculative flows.

Still, the Singdollar is seen as a regional safe-haven asset. Backed by Singapore’s macroeconomic and political stability, rule of law, AAA credit rating and credible exchange-rate policy, the currency has gained more than 4% against the US dollar year-to-date, prompting forecasts such as DBS’ projection that it could reach parity with the USD by 2040.

Analysts note that Singapore already holds many qualitative traits of a reserve currency — trustworthiness, safety and a well-functioning financial system. BNP Paribas’ Chandresh Jain expects the SGD to further strengthen as a regional reserve asset rather than a global one. DBS’ Philip Wee highlighted its status as one of the world’s few remaining AAA currencies not eroded by ultra-loose policies or rising debt, making it a reliable store of value.

The SGD is already among the world’s top 10 most-traded currencies, with Singapore ranked the third-largest FX centre globally. Looking ahead to 2026, analysts expect the SGD to continue appreciating, supported by MAS’ steady policy stance and a likely weaker US dollar.

Investing Updates: Moomoo to open first physical stores in Singapore across Lendlease malls

Source:

https://www.edgeprop.sg/property-news/moomoo-open-first-physical-stores-singapore-across-lendlease-malls

ChatGPT:

Moomoo to Open First Physical Stores in Singapore Across Lendlease Malls (270 words)

Moomoo Singapore, the online trading and investment platform, is expanding into physical retail through a new partnership with Australian real estate group Lendlease, marking its first move into brick-and-mortar experiences in Singapore. The collaboration will see Moomoo launch three retail touchpoints across Lendlease’s malls: 313@somerset, Jem and Parkway Parade.

Two permanent concept stores at 313@somerset (939 sq ft) and Jem (739 sq ft) are scheduled to open by the end of 2025, signalling Moomoo’s official entry into the physical retail space. These stores aim to reshape how consumers learn about investing by offering in-person assistance, interactive product education, and personalised support for both new and existing Moomoo users. The spaces are designed to foster community engagement and provide a more approachable introduction to investing.

According to Erika Chiang, Moomoo’s Chief Marketing Officer for Southeast Asia, the stores represent “a new way of connecting with our community and redefining how people experience investing in Singapore,” highlighting the brand’s shift towards multi-channel customer engagement.

As part of the launch rollout, Lendlease will also support a pop-up store at Parkway Parade later in the year. The temporary set-up will complement Moomoo’s permanent store openings and provide an additional activation platform to reach new users.

Jenny Khoo, Head of Retail and Workspace Management at Lendlease, emphasised that the partnership aligns with the company’s strategy of delivering fresh, value-adding retail experiences. She noted that introducing a digital investment brand into physical mall spaces reflects evolving consumer behaviours and the growing demand for experiential services in retail environments.

Investing Updates: What to Expect in the Week Ahead (Earnings from Palantir, AMD, Novo Nordisk, Qualcomm, Applovin)

Source:

https://www.moomoo.com/news/post/60736708/what-to-expect-in-the-week-ahead-earnings-from-palantir?level=1&data_ticket=1762139387969033

ChatGPT:

U.S. markets enter the week on a strong footing after Wall Street notched its third straight weekly gain and a sixth consecutive positive month in October. The S&P 500 rose 2.27% and the Nasdaq jumped 4.7% last month, helped by a surge in mega-cap tech stocks. Nvidia briefly crossed a $5 trillion valuation, while Amazon rallied over 9% on strong AWS results. Meta lagged due to a $16 billion one-off tax charge tied to the “One Big Beautiful Bill Act.”

The week ahead is packed with key earnings across tech, AI, e-commerce, and pharmaceuticals. Major companies reporting include Palantir, AMD, Novo Nordisk, Qualcomm, Applovin, Arm, Uber, Shopify, Super Micro Computer, and Airbnb. A potential U.S. government shutdown could disrupt major economic releases, including the October jobs report, trade data, and JOLTS.

Early-week focus is on Palantir, expected to post record commercial sales growth of about 50% after major deals with Boeing and Lumen. ISM manufacturing PMI is also forecast to improve. On Tuesday, AMD is set for ~high-20% revenue growth on strong chip demand, while Uber is expected to exceed mobility and delivery booking forecasts, with attention on its Nvidia robotaxi partnership. Shopify may outperform on international expansion, and Super Micro’s AI server demand will be watched closely.

Mid-week, Qualcomm’s push into AI data-center chips will be under the spotlight, while Applovin may provide upbeat guidance as it expands beyond gaming. Robinhood is projected to deliver record revenue of $1.2 billion, boosted by strong trading volumes.

Later in the week, Airbnb is estimated to post ~9% revenue growth, while Constellation Energy may address new nuclear demand driven by data-center power needs. If the shutdown continues, jobless-claims and the jobs report may be delayed.

Investing Updates: Can ChatGPT really predict the next crypto market crash?

Source:

https://cointelegraph.com/news/can-chatgpt-really-predict-the-next-crypto-market-crash?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

ChatGPT:

ChatGPT cannot predict crypto market crashes with precise timing but excels at identifying early warning signs. By combining on-chain, derivatives, and sentiment data, it can reveal risk clusters before a breakdown occurs. During the October 2025 tariff-induced crash that erased over $19 billion in leveraged positions, Bitcoin plunged from $126,000 to $104,000. Although ChatGPT could not foresee the exact event, it could have detected warning indicators like record leverage, negative funding rates, and extreme sentiment swings.

The article outlines a six-step workflow for using ChatGPT as a risk detection tool: (1) collecting real-time market, on-chain, and textual data; (2) cleaning and labeling it; (3) synthesizing it into structured summaries; (4) assigning risk levels; (5) verifying outputs with trusted data sources; and (6) refining signals after volatility events. This structured process turns scattered information into a daily risk map.

ChatGPT’s key strengths include synthesizing massive data, detecting shifts in crowd psychology, and recognizing complex stress patterns—such as high leverage plus negative sentiment plus thinning liquidity. However, it remains probabilistic, not predictive: its insights depend on timely, accurate data and cannot anticipate unprecedented macro shocks or exchange microstructure failures.

Had this AI-driven workflow been running before the October crash, it likely would have raised its risk level to “Alert” due to excessive leverage, rising volatility, and worsening sentiment. Still, the model would not have predicted the exact crash date. Ultimately, ChatGPT serves as an advanced “risk radar,” enhancing trader awareness and discipline—but not as a crystal ball for market timing.

Investing Updates: What to Expect in the Week Ahead (Earnings from Apple, Google; the Fed Rate Cut, and Trump-Xi Ahead)

Source:

https://www.moomoo.com/news/post/60271547/what-to-expect-in-the-week-ahead-earnings-from-apple?level=1&data_ticket=1760929336836044

ChatGPT:

The coming week marks a pivotal stretch for markets as both earnings season and major policy events converge. U.S. stocks are at record highs with tech giants—Apple, Microsoft, Meta, Google, and Amazon—set to report results.

Alphabet ($GOOGL) reports Oct. 29, with consensus expecting Q3 EPS up 8% to $2.28 and revenue up 13% to nearly $100 billion, possibly topping that mark for the first time. Microsoft ($MSFT) posts Wednesday, with EPS seen up 11% to $3.66 on $75.4 billion revenue, driven by Azure growth of 38% and Copilot AI momentum. Meta ($META) reports the same day, with EPS forecast at $6.69, up 11%, and revenue up 22% to $49.4 billion—boosted by ad strength at Facebook and Instagram.

Apple ($AAPL) reports Thursday, with EPS expected at $1.77, up 8%, and revenue up 7.5% to $102 billion, reflecting early iPhone 17 sales. Amazon ($AMZN) also reports Thursday, projected EPS up 10% to $1.57 and revenue up 12% to $177.85 billion, with AWS growth (18%) and tariff impacts under scrutiny.

On the macro front, the Federal Reserve is widely expected to cut rates by 0.25% on Wednesday and possibly end quantitative tightening, reinforcing bond market optimism. Chair Jerome Powell’s comments will guide expectations for a potential December cut.

Geopolitically, focus turns to the Oct. 31–Nov. 1 Trump–Xi meeting at APEC in South Korea. Investors hope for progress that could delay Trump’s planned 100% tariff on Chinese goods amid ongoing U.S.–China trade talks in Malaysia.

Opinion:

Feels a little too bullish these days.

Parking some cash for the holidays season and "crash" 😋